Carolinas Wealth Consulting’s ExxonMobil XOM Stock Holding History

Carolinas Wealth Consulting’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,495	Closed	-$891K	–	987
2025 Q1	$891K	Sell	7,495 -21	-0.3%	-$2.32K	0.19%	67
2024 Q4	$808K	Sell	7,516 -23	-0.3%	-$2.69K	0.16%	73
2024 Q3	$884K	Sell	7,539 -665	-8%	-$76.8K	0.16%	74
2024 Q2	$944K	Buy	8,204 +3,415	+71%	+$398K	0.18%	67
2024 Q1	$557K	Buy	4,789 +871	+22%	+$91.1K	0.11%	93
2023 Q4	$282K	Sell	3,918 -83	-2%	-$8.72K	0.06%	129
2023 Q3	$308K	Sell	4,001 -573	-13%	-$62.8K	0.08%	112
2023 Q2	$373K	Sell	4,574 -42	-0.9%	-$4.58K	0.07%	122
2023 Q1	$386K	Buy	4,616 +22	+0.5%	+$2.43K	0.08%	119
2022 Q4	$386K	Buy	4,594 +1,124	+32%	+$120K	0.09%	117
2022 Q3	$208K	Buy	3,470 +1,021	+42%	+$93.2K	0.05%	152
2022 Q2	$210K	Sell	2,449 -56	-2%	-$5.05K	0.05%	155
2022 Q1	$207K	Buy	2,505 +14	+0.6%	+$1.09K	0.05%	164
2021 Q4	$152K	Buy	2,491 +277	+13%	+$17.3K	0.03%	215
2021 Q3	$130K	Sell	2,214 -201	-8%	-$11.5K	0.03%	211
2021 Q2	$152K	Sell	2,415 -818	-25%	-$48.8K	0.03%	207
2021 Q1	$181K	Sell	3,233 -145	-4%	-$7.6K	0.04%	176
2020 Q4	$139K	Buy	3,378 +7	+0.2%	+$262	0.04%	194
2020 Q3	$116K	Sell	3,371 -1,162	-26%	-$47.5K	0.04%	179
2020 Q2	$203K	Buy	+4,533	New	+$203K	0.08%	104

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolinas Wealth Consulting's XOM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 7,495 shares — an estimated $891K sold.

Carolinas Wealth Consulting first reported a position in XOM in Q2 2020 and held it in 20 quarters. The position peaked at $944K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7,495 ExxonMobil shares in Q2 2025, an estimated $891K.
Carolinas Wealth Consulting first reported a position in ExxonMobil in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's ExxonMobil position peaked at $944K in Q2 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.